Find Callingly lead details for new Zendesk tickets
Put the right lead context beside every incoming support request.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Lead
Tool to retrieve details of a specific lead by its id. use when you need full lead details before follow-up actions.
Why this helps
Agents lose time searching for a lead record after opening a ticket.
- Reduce lookup time
- Improve first response quality
- Keep support and sales context together
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Callingly in Notis once.
- 2Create an automation named Ticket to Callingly Lead Lookup.
- 3Tell Notis to find the Callingly lead matching each new Zendesk ticket and summarize the result.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one ticket containing a known lead identifier.
Questions about this workflow
What identifier is used for matching?
Tell Notis which ticket detail to use, such as phone number or email.
What happens when no lead matches?
Notis can report that no matching Callingly lead was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Callingly. A trigger fires from one place; an action lands in another.
Zendesk triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
New User Created
Triggered when a new user is created in Zendesk.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Zendesk and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.